Artisan Partners Limited Partnership Q2 2023 Filing
Filed August 10, 2023
Portfolio Value
$62.2B
Holdings
302
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (302 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GLBEGLOBAL E ONLINE LTD | 3,458,507 | $141.6B | 227.69% | |
| 102 | MKTXMARKETAXESS HLDGS INC | 517,857 | $135.4B | 217.70% | |
| 103 | FDXFEDEX CORP | 540,659 | $134.0B | 215.53% | |
| 104 | GKOSGLAUKOS CORP | 1,858,292 | $132.3B | 212.80% | |
| 105 | WINGWINGSTOP INC | 657,212 | $131.5B | 211.54% | |
| 106 | KRNTKORNIT DIGITAL LTD | 4,456,013 | $130.9B | 210.46% | |
| 107 | RYANRYAN SPECIALTY HOLDINGS INC | 2,853,806 | $128.1B | 206.01% | |
| 108 | CMCSACOMCAST CORP NEW | 3,065,521 | $127.4B | 204.83% | |
| 109 | 1GSNNOVANTA INC | 690,747 | $127.2B | 204.50% | |
| 110 | GWREGUIDEWIRE SOFTWARE INC | 1,669,392 | $127.0B | 204.24% | |
| 111 | FCNCAFIRST CTZNS BANCSHARES INC N | 98,756 | $126.7B | 203.82% | |
| 112 | POOLPOOL CORP | 337,600 | $126.5B | 203.39% | |
| 113 | NVONOVO-NORDISK A S | 781,468 | $126.5B | 203.37% | |
| 114 | CYBRCYBERARK SOFTWARE LTD | 808,188 | $126.3B | 203.17% | |
| 115 | COOCOOPER COS INC | 326,607 | $125.2B | 201.38% | |
| 116 | ETSYETSY INC | 1,474,140 | $124.7B | 200.57% | |
| 117 | NVSTENVISTA HOLDINGS CORPORATION | 3,633,613 | $123.0B | 197.73% | |
| 118 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 833,831 | $122.7B | 197.32% | |
| 119 | EAELECTRONIC ARTS INC | 935,515 | $121.3B | 195.12% | |
| 120 | ADIANALOG DEVICES INC | 614,251 | $119.7B | 192.43% | |
| 121 | WKWORKIVA INC | 1,171,580 | $119.1B | 191.53% | |
| 122 | AGLAGILON HEALTH INC | 6,842,290 | $118.6B | 190.79% | |
| 123 | FNFABRINET | 911,274 | $118.4B | 190.33% | |
| 124 | WOLF*WOLFSPEED INC | 2,119,451 | $117.8B | 189.47% | |
| 125 | HDBHDFC BANK LTD | 1,622,251 | $113.1B | 181.83% | |
| 126 | ELLAUDER ESTEE COS INC | 575,089 | $112.9B | 181.61% | |
| 127 | ANAUTONATION INC | 685,640 | $112.9B | 181.49% | |
| 128 | ASMLASML HOLDING N V | 155,711 | $112.9B | 181.48% | |
| 129 | BABOEING CO | 532,493 | $112.4B | 180.81% | Call |
| 130 | ALAIR LEASE CORP | 2,677,847 | $112.1B | 180.21% | |
| 131 | EOGEOG RES INC | 966,229 | $110.6B | 177.82% | |
| 132 | CITHE CIGNA GROUP | 390,042 | $109.4B | 176.00% | |
| 133 | BJBJS WHSL CLUB HLDGS INC | 1,661,739 | $104.7B | 168.38% | |
| 134 | WNSNWNS HLDGS LTD | 1,411,244 | $104.0B | 167.30% | |
| 135 | BEKEKE HLDGS INC | 6,991,053 | $103.8B | 166.95% | |
| 136 | WBDWARNER BROS DISCOVERY INC | 8,264,953 | $103.6B | 166.67% | |
| 137 | KEYSKEYSIGHT TECHNOLOGIES INC | 617,288 | $103.4B | 166.22% | |
| 138 | USBUS BANCORP DEL | 3,105,262 | $102.6B | 164.99% | |
| 139 | MDTMEDTRONIC PLC | 1,164,076 | $102.6B | 164.92% | |
| 140 | 4I1PHILIP MORRIS INTL INC | 1,046,587 | $102.2B | 164.29% | |
| 141 | MODNEURMODEL N INC | 2,888,255 | $102.1B | 164.23% | |
| 142 | SNOWSNOWFLAKE INC | 568,476 | $100.0B | 160.87% | |
| 143 | ORCLORACLE CORP | 825,651 | $98.3B | 158.12% | |
| 144 | EQIXEQUINIX INC | 122,237 | $95.8B | 154.10% | |
| 145 | KVUEKENVUE INC | 3,626,547 | $95.8B | 154.08% | |
| 146 | SNAPSNAP INC | 7,940,727 | $94.0B | 151.19% | |
| 147 | PNCPNC FINL SVCS GROUP INC | 744,791 | $93.8B | 150.85% | |
| 148 | VNTVONTIER CORPORATION | 2,894,452 | $93.2B | 149.92% | |
| 149 | BACBANK AMERICA CORP | 3,212,325 | $92.2B | 148.20% | |
| 150 | VCYTVERACYTE INC | 3,544,822 | $90.3B | 145.19% | |
| 151 | CMECME GROUP INC | 479,481 | $88.8B | 142.87% | |
| 152 | BLBLACKLINE INC | 1,644,906 | $88.5B | 142.36% | |
| 153 | FISVFISERV INC | 701,737 | $88.5B | 142.36% | |
| 154 | DWDMORGAN STANLEY | 1,033,066 | $88.2B | 141.87% | |
| 155 | DVDOUBLEVERIFY HLDGS INC | 2,196,458 | $85.5B | 137.47% | |
| 156 | MOALTRIA GROUP INC | 1,883,359 | $85.3B | 137.20% | |
| 157 | BKNGBOOKING HOLDINGS INC | 31,295 | $84.5B | 135.89% | |
| 158 | GLGLOBE LIFE INC | 743,740 | $81.5B | 131.10% | |
| 159 | AGYSAGILYSYS INC | 1,141,341 | $78.3B | 125.98% | |
| 160 | FWONALIBERTY MEDIA CORP DEL | 1,036,638 | $78.0B | 125.49% | |
| 161 | MRKMERCK & CO INC | 675,729 | $78.0B | 125.39% | |
| 162 | PWRQUANTA SVCS INC | 396,356 | $77.9B | 125.21% | |
| 163 | LSPDLIGHTSPEED COMMERCE INC | 4,597,490 | $77.8B | 125.05% | |
| 164 | AFWALIGN TECHNOLOGY INC | 218,916 | $77.4B | 124.49% | |
| 165 | ALGMALLEGRO MICROSYSTEMS INC | 1,712,369 | $77.3B | 124.30% | |
| 166 | CEGCONSTELLATION ENERGY CORP | 833,282 | $76.3B | 122.68% | |
| 167 | GSGOLDMAN SACHS GROUP INC | 230,459 | $74.3B | 119.53% | |
| 168 | UHAL/BU HAUL HOLDING COMPANY | 1,448,496 | $73.4B | 118.03% | |
| 169 | LAMRLAMAR ADVERTISING CO NEW | 739,455 | $73.4B | 118.02% | |
| 170 | FNDFLOOR & DECOR HLDGS INC | 680,136 | $70.7B | 113.70% | |
| 171 | IMGNEURIMMUNOGEN INC | 3,725,921 | $70.3B | 113.06% | |
| 172 | NVTNVENT ELECTRIC PLC | 1,328,408 | $68.6B | 110.38% | |
| 173 | OGEOGE ENERGY CORP | 1,831,165 | $65.8B | 105.74% | |
| 174 | CABOCABLE ONE INC | 99,966 | $65.7B | 105.63% | |
| 175 | ECLECOLAB INC | 346,640 | $64.7B | 104.07% | |
| 176 | DISDISNEY WALT CO | 721,371 | $64.4B | 103.57% | |
| 177 | CNCCENTENE CORP DEL | 931,383 | $62.8B | 101.02% | |
| 178 | OMCOMNICOM GROUP INC | 659,668 | $62.8B | 100.94% | |
| 179 | 0J7QIAC INC | 997,614 | $62.6B | 100.75% | |
| 180 | MTBM & T BK CORP | 505,187 | $62.5B | 100.54% | |
| 181 | LLYLILLY ELI & CO | 133,290 | $62.5B | 100.52% | |
| 182 | HWMHOWMET AEROSPACE INC | 1,260,296 | $62.5B | 100.44% | |
| 183 | UUNITY SOFTWARE INC | 1,433,362 | $62.2B | 100.08% | |
| 184 | SPOTSPOTIFY TECHNOLOGY S A | 381,123 | $61.2B | 98.40% | |
| 185 | NOVNOV INC | 3,796,561 | $60.9B | 97.93% | |
| 186 | RXSTRXSIGHT INC | 2,078,470 | $59.9B | 96.26% | |
| 187 | NWSANEWS CORP NEW | 3,050,503 | $59.5B | 95.66% | |
| 188 | NOCNORTHROP GRUMMAN CORP | 129,536 | $59.0B | 94.95% | |
| 189 | RBLXROBLOX CORP | 1,462,196 | $58.9B | 94.76% | |
| 190 | MYGNMYRIAD GENETICS INC | 2,538,065 | $58.8B | 94.61% | |
| 191 | ALKSALKERMES PLC | 1,878,411 | $58.8B | 94.55% | |
| 192 | NXPINXP SEMICONDUCTORS N V | 285,372 | $58.4B | 93.93% | |
| 193 | EXPDEXPEDITORS INTL WASH INC | 478,196 | $57.9B | 93.15% | |
| 194 | MTSIMACOM TECH SOLUTIONS HLDGS I | 874,986 | $57.3B | 92.20% | |
| 195 | FITBFIFTH THIRD BANCORP | 2,183,988 | $57.2B | 92.05% | |
| 196 | MTNVAIL RESORTS INC | 226,436 | $57.0B | 91.67% | |
| 197 | ICEINTERCONTINENTAL EXCHANGE IN | 497,397 | $56.2B | 90.45% | |
| 198 | TSNTYSON FOODS INC | 1,100,131 | $56.1B | 90.29% | |
| 199 | KRKROGER CO | 1,182,335 | $55.6B | 89.36% | |
| 200 | GNTXGENTEX CORP | 1,886,332 | $55.2B | 88.76% |